Investment Service

(1606 service providers available)
  • pension plans services

    pension plans services

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    Prepare for a secure future with our Pension Plans Services. We offer a range of tailored pension solutions designed to meet your retirement needs. Our dedicated team provides expert advice and personalized guidance to help you build a solid financial foundation for your retirement years. Whether you're just starting to plan or nearing retirement age, we're here to support you every step of the way. Invest in your peace of mind with our reliable pension plans and enjoy a worry-free retirement.

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  • Fund & Investment Management Services

    Fund & Investment Management Services

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    Fund / Investment management is the professional asset management of various securities (shares, bonds and other securities), money or cash and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds).By selecting the already developed application you will not only save your precious time but will also save money which really matters for any business. And there is no chance of failure for our products as they are already tested by our previous customers. As this Fund management application is developed by us thus there is always a possibility of customisation whenever you require.It Includes Regular Bhishi Lilav Bhishi Lucky Draw Bhishi Other ways So Enjoy the benefits like Registration of fixed customer collection of monthly deposits from members Distribution of money in member with 1% / 2 % interest Money collection management for distributed members for three months It show the interest rate per month and 3rd month it shows total collected amount plus interest and there monthly deposited amount in total Features Save member details Send monthly collection sms alerts Save monthly collection detail, apply fine if any. Send monthly amount paid sms Send monthly selected member name, token no. Generate statement for members Generate common statement for fund admin Each member can view monthly updates, personal profile, change contact details etc.

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  • Investment Services

    Investment Services

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    It’s filled with the fruits of the past and the blossoming buds of tomorrow. However, it is also filled with the thorns of uncertainties and eventualities. Most of us, in our worries about the uncertain, forget to enjoy our lives. Edelweiss Tokio Life Insurance offers solutions in the form of Investment Plans. These plans offer protection for life as well as the opportunity for wealth creation, so that you can reap its benefits in the future and enjoy the fragrance of flowers!What are Investment Plans?An investment plan is an insurance plan that helps you in saving wealth for the future. The premium payments are used to build a savings corpus, and to provide life cover to you and your family. People choose investment plan because it provides an opportunity to grow their wealth to fulfil their future goals. Investment Plans provide the opportunity to create short-term and long-term wealth for the future. They help you meet your financial goals like child’s education, buying a house, car, or even your dream vacation by accumulation of wealth over a period. Investment plans help you save in a systematic manner, protect your loved ones, and save on taxes.For example, a guaranteed income plan can help you in building the engines of income for tomorrow with life cover and tax benefits. Another great example of an investment plan can be a Unit Linked Insurance Plan (ULIP) that combines the benefits of investments and life cover under a single plan. Premiums paid are invested in market-linked investment instruments, as well as to provide life cover to you. Though ULIPs are moderate-to-high-risk plans, they are mainly chosen for their potential to generate higher returns.

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  • FD & Bonds Investment Service

    FD & Bonds Investment Service

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    Secure your financial future with our FD & Bonds investment services. Benefit from stable and predictable returns by investing in Fixed Deposits (FDs) and Bonds through our trusted platform. We offer a range of options to match your risk appetite and investment horizon. Our transparent and hassle-free process ensures a seamless investment experience. Whether you prioritize capital preservation or seek steady income, our expert guidance helps you make informed decisions. Diversify your portfolio with low-risk, high-reward opportunities. Invest confidently with us, where the reliability of Fixed Deposits and the stability of Bonds meet to create a foundation for your long-term financial success.

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  • Tax Saving Investment Advisory Service

    Tax Saving Investment Advisory Service

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    Our Tax Saving Investment Advisory Service provides expert consultation on tax-efficient investment options. We offer comprehensive guidance on various investment avenues that qualify for tax deductions or exemptions, such as ELSS (Equity Linked Savings Scheme), PPF (Public Provident Fund), NSC (National Savings Certificate), and more. Our service analyzes individual tax profiles, financial goals, and risk tolerance to recommend personalized tax-saving investment strategies, aiding in maximizing tax benefits while optimizing investment returns for a secure financial future.  

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  • investment management services

    investment management services

    500,000 - 10,000,000 Per Unit

    • Loan: Property

    Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.

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  • investment casting services

    investment casting services

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    • Material: SS, MS, Silver, Aluminium, Alloy

    Perfect Engineers offers top-quantity investment casting services. Our in-house services comprise advanced machining, ceramic mold making, heat treatment, and casting for numerous materials and project results. We give dimensional precision and precise components depending on the precise requirements of your project. Our supreme industry experience and access to advanced tools give project managers the ability to create high quantity metal parts and elements within the size and range of timelines, budgets, and quality standards. If machining is necessary, our one-stop-shop can deliver outside finishing for intricate geometry parts. If you are interested in our services, contact us now for more information.

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  • Insurance & Investment Consultant Services

    Insurance & Investment Consultant Services

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    As a prominent figure in the industry in providing of Insurance & Investment Consultant Services, we bring you a wide range of perfect quality. We hire a team of trained professionals who are able to analyze the market and provide consultation accordingly. We offer to help you with all kinds of insurance and investment decisions. Our fascinating services are immensely popular in the market. We help our clients to steer clear of the hassles that come along with the tedious details and get them the best investment alternative with a long term view. Details : More than providing peace of mind your family and yourself, life insurance can be one of the best investment decisions you have ever made. With stringent regulatory conditions to safeguard policyholders, traditional life insurance policies carry minimum investment risk and provide long-term insurance benefits. Most life insurance policies include retirement income on maturity. Another advantage of life insurance is that the coverage amount can be increased over time. So, while presently, you can afford only a low insurance premium with your current salary, over time with increasing income through promotions or new income sources, you can increase your insurance cover by paying slightly higher premiums and provide a better life cover for your family even when you are not around. It is always better to invest your hard earned savings which will provide you with long-term benefits than to seek short-term benefits from high-risk investment ventures. Whether you have just started your career, are recently married or blessed with a family, securing adequate life insurance can prove to be the best investment decision you ever made.

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  • wood planing services

    wood planing services

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    Based in Mudaliarpet (Pondicherry, India), SLSM has been operating as a single window solution provider for all sorts of wood planing and scaling needs. Ours is a crew of industrious individuals, who work in unison to render high-quality solutions. We process wood unto 4’’ thick and 24’’ wide. Besides, we undertake bespoke requirements of clients. The company has adopted modern work methods and processing techniques thus, precise planing and scaling are assured. For further discussion, feel free to connect with us.

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  • investment advisory services

    investment advisory services

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    • Service Mode: Online and Offline
    • Payment Mode: Online and Offline
    • Location: Navi Mumbai, Mumbai , Thane, Panvel
    • Type of Service: Advisory Services
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  • investment planning

    investment planning

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    Investment planning can be done for anything you want or need it. Investment management is probably the most complicated area of financial planning and is therefore where many of us procrastinate. But it doesn’t need to be so difficult: incorporate simple money truths into your financial strategies so you can make decisions with confidence and understand the potential risks and benefits of investing by Investment planningWe all have different goals – buying a house, giving the best education to the kids, see them building family, retirement and a lot more. Many of us also hope to achieve a level of wealth while providing for other goals. But the ultimate goal for anyone would be achieve the freedom from financial worries. This freedom is possible with smart goal-based investments.Just as people have different goals, there are investments to help achieve these objectives. Smartly investing your hard-earned money ensures that the right amount of funds are available in the right time.Investment planning is the process of matching your financial goals and objectives with your financial resources. Investment planning is a core component of financial planning. It is impossible to have one without the other.Investment PhilosophyOur objective is to invest your portfolio so that it will yield the return you seek with the lowest possible risk. The best way to achieve this is through diversification, in other words, the allocation of your portfolio among different asset classes. Simply stated, depending on your situation, your money is invested in a variety of stocks, bonds, commodities, natural resources, precious metals, and cash, and then rebalanced periodically.Investment Decision-MakingBeing diversified among asset classes does not mean living with low returns; rather, it delivers better volatility-adjusted returns. In addition, we believe: that portfolios should be rebalanced periodically in order to maintain a long-term chosen asset allocation (that can change when financial objectives change over time); that over the long-term common stocks outpace income investments (their higher expected returns are coupled with compounding interest); and that reasonable expenses and tax efficiency are important to total return.Types of Investments Stocks. A stock is an investment in a specific company. … Bonds. A bond is a loan you make to a company or government. … Mutual funds. If the idea of picking and choosing individual bonds and stocks isn’t your bag, you’re not alone. … Index funds. … Exchange-traded funds. … Options. Define Your GoalsInvesting begins with the determination of your ultimate goals. Knowing the results you want will help you more easily choose the right avenues and strategies to reach them.Defining your goals, such as earning money for a big purchase or growing your retirement fund, is an important part of investment planning that allows you to look at the big picture when creating  your investment plan

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  • Investments / Loan Syndication

    Investments / Loan Syndication

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    Sach Consultant provides you the most comprehensive Investments / Loan Syndication. Our home loan consultants are the professionals who give you reliable and unbiased advice, while taking home loans in Delhi and NCR. The scenario of finance market keeps fluctuating and our home loan consultants keep you abreast with the market conditions. Sach Consultant has tie ups with Standard Chartered Bank and other reliable banks that can get you home loan on comparatively lesser rates. We can get you residential as well as commercial property loan in Delhi and NCR. Our consultants do thorough research and provide analyzed statistics of the market. Knowledge and experience of home loan consultants is the major asset of Sach Consultants. It provides major help to you and gets the most suitable home loan solutions. Our home loan consultants understand your requirement and provide you with the best home loan solutions. We can also assist you in getting loan against property in Delhi. We at Sach Consultant are fully equipped to assist our clients in arriving at safe, secure, marketable, liquidable investments on competitive Returns on their Investments. Our team of associates work regularily to attain the goals set by our clients with our assisstance and advice. The decision of our clients are always taken care of religiously to the core.

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  • Property Investments & Management

    Property Investments & Management

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    Located in Bhopal (Madhya Pradesh), Service 'N' Services offers exclusive Property Investments & Management Consultancy to several companies. In your absence or inability to manage your property, we offer our comprehensive Property Management Services. We offer complete investment packages in real estate with assured capital and rental returns. We also provide various attractive pre launch offers that are offered from time to time by various colonizers/builders in Bhopal and other cities. Regardless of the property size or site, we offer equal services to all the clients and properly manage there valuable asset in a fruitful manner. Our professionals are expert and are abreast with smart techniques and skills of handling the tasks in a most capable manner. We also offer Property Management Services to NRIs and out station clients as well. To relieve our NRIs, old aged and out station clients from hassles of managing complex issues related to long term and day-to-day maintenance of their properties, Service 'N' Services offers exclusive custom made solutions.

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  • Share your Knowledge / Ideas

    Share your Knowledge / Ideas

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    Rishta Properties And Investments is the best place where you can share your Knowledge / Ideas related to Indian Economy, Properties scenario, New GR, New B2B proposals and a lot more. As we know Knowledge / Ideas increases by sharing, and at Rishta Properties And Investments, we provide you the best platform for sharing and exchanging your knowledge and ideas with the world.

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  • property investment

    property investment

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    Property investment is the best way to multiply your money. We are a Gwalior-based Real Estate Consultant. We can suggest you the right property and area in Gwalior, where you should invest your money. Currently, we have many investors who have decided to partner with us. We share our in-depth knowledge about the real estate sector with the clients and help them in making right property decisions. We deal in variety of property verticals and offer services all over Gwalior. Our services are being backed by a team of diligent professionals and we offer genuine advice.

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  • Investment Services

    Investment Services

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    Our proficiency as service providers from Gujarat has helped us serve our esteemed clients in the most organized manner. Investment Services that we offer are highly in demand these days. We have onboard one of the most qualified and experienced group of people who help us guide our customers with necessary Investment related queries. Our service cost is quite cheap and we are highly appreciated for our proper time management.   Investment Services : Daily Saving : 1Year - 8%Int. 2Year - 10%Int. Monthly Recurring Deposit : 12M - 9%Int. 24M - 9.50%Int. 36M - 10%Int. 48M - 10.50%Int. 60M - 11%Int. 72M - 11.50%Int. Fixed Deposit : 3Months to 5Years - Int. 7% to 12% Double in 6Years. Triple in 10Years. M.I.S. :  1-2Years - 10.5Int. 3-4Years - 11%Int. 5-6Years - 11.50%Int.

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  • NRI Services

    NRI Services

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    Based in Bihar, we are an organization that provides excellent NRI services to the clients. Our esteemed clients have regarded us as one of the best solution providers for NRI. We accurately understand the banking requirements, which is why we are capable in providing the most efficient services. With us, you do not have to worry about visiting the branch as we have a wide range of remittance options available with us. For all the non-resident Indians, our services are the best. 

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  • investment

    investment

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    We are offering Orchid Property Management Services "ORCHID PROPERTY MANAGEMENT SERVICES" has been specially designed to cater needs of Small, Medium and recognized Builders & Developers in terms of selling their Residential & Commercial properties in bulk through our extensive network and innovative Marketing Policies. Our company attracts major number of Individual & Corporate Investors for Builders & Developers. At the same time, it also helps investors to choose right source of investments which yield maximum returns for them. We also work out sole selling schemes subject to certain terms and conditions. We have specialized department for land deals which help small time Entrepreneurs to deal with Legal issues and Documentation work by providing them expert Legal assistance and solutions to clear title. We provide all assistance needed to buy land, agricultural land and converting them to NA land, to mark plots and sell them. Its one window solution for small & Upcoming Builders & Developers. Our major attraction is providing Australian Technology to builder which helps to complete any Real Estate Project faster then using common technology. This Eco-friendly technology also helps to bring down Construction cost significantly. This technology comes with exclusively designed system which saves on Cost of Engineers, Technical Assistants, Designers & all. An extensive feature of this technology also helps to increase life and strength of building.

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  • smart investment plan services

    smart investment plan services

    199 Per Pack

    ICICI Prudential Gift Plan Rs.199/- Per day after 10yrs will get Rs.15,70,394/- + Rs.12,12,171/- #guranteedreturns

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  • Investment Casting Dies Designing Services

    Investment Casting Dies Designing Services

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    • Usage: Vertical or Horizontal
    • Thickness: Min 12.5 mm

    Investment casting- one of the oldest known metal casting techniques- is valued for its ability to produce components with precision, repeatability, versatility and integrity. And, we, as a reliable service provider offering designing services for the same. We are based in Bhavnagar (Gujarat, India) and can be trusted for carrying out small and large investment casting dies designing needs. Armed with industry know-how and professionalism, we provide individually tailored solutions to meet ever-changing industry demands. So, let us know your functional needs; we assure to do the best in our power.

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  • Investment advisory services in Thane

    Investment advisory services in Thane

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    1 Services (MOQ)

    Investment advisory services in Thane - Second opinion on Finance "It's time to recheck on past financial advice" "Best Investment advisory services in Mumbai | Get unbiased financial advice from our investment advisor" A financial planner needs to be unbiased, and disclose any possible concern regarding one's investment portfolio just like how a doctor advises for the treatment. For example, an investment advisor doesn't get paid more if he or she recommends you to invest in a particular fund. They have no incentive to direct you. Hence, a second opinion on finance is the best choice when it comes to having investment advisory services. It's a 60 mins review session on your finances by our Certified Financial Planners. which includes- Portfolio check Investment advisory services Impartial response

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  • New Pension Scheme Plan

    New Pension Scheme Plan

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    Pension plans provide security in terms of finance during old age when people don’t have any regular source of income. If you want to know more about any such plan and seeking professional assistance, look no further than D CA. Ours is a New Delhi, India based service provider company and can be useful for acquiring information related to pension scheme plans. We are backed by a team of qualified professionals, who work together and provide solutions as per the stated industry norms.

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  • Blocked Funds / Proof of Funds

    Blocked Funds / Proof of Funds

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    • Service Mode: Offline/ Online
    • Service Location: All Over India and World

    Blocked funds Cash flows generated by a foreign project that cannot be immediately repatriated to the parent firm because of capital flow restrictions imposed by the host government. Vityajaya can help you in the process.   Proof of Funds Proof of funds (POF) refers to a document or documents that demonstrate a person or entity has the ability and funds available for a specific transaction. Proof of funds usually comes in the form of a bank, security, or custody statement. The purpose of the proof of funds document is to ensure that the funds needed to execute the transaction fully are accessible and legitimate.   Contact Vityajaya for more information of POF and Blocked Funds.

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  • investment planning services

    investment planning services

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    Being a well-reputed name in the market, we are engaged in offering Investment Planning Services. We carry out our operations from Delhi, India. These services are customised for every client according to the risk bearing capacity, financial stability, and other related aspects. We offer the best plant to the clients for a better utilisation of their saved money. We are well-equipped with the advanced techniques and software required for rendering a reliable and transparent service.   Details : Investments can cater to a few of your needs if this is well planned. Our objective of Investment Management offering is to help you explaining the best plan of your investment by which you can get good benefits. People should have saved for a rainy day. Once you crave to save money for future emergencies you start thinking about investment so that it makes your money grow. Investment Planning is a good element of a growing business. Our expert MBAs having experience in investment field will assist you in planned investment, tax saving scheme, Mutual fund, and share Scheme. Saving every day a single coin can help you plan your investments so that you can reap adequate benefits and achieve your financial goals. We are providing best insurance plan, tax saving scheme, facility for companies business loan, plan of business management, tax management service and of course financial risk management service. The path of your benefit scheme of investment will stop at Ask Commercial Solutions which will be the only one shop for you to plan, detail and execute your investment decisions. Your investment Plan would be :- Customised According to Your Goals, Financial Situation, Life Stage and Time Horizon. Getting Digital Signature of Directors. Analysis of Goals: Attainability and Savings/ Investments Required. Customised Risk Management Including Financial Risk Management. Designed to Meet Your Goals After Matching Your Risk Tolerance Level. Designed to Meet Your Needs of Liquidity. Expense Protection/ Better Insurance Plan. Use Tax Efficient Investment Avenues. Taking in to Account Effects of Income and Wealth Tax. Based On Proven Asset Allocation Strategies and Required Diversification. Monitored and Rebalanced On Regular Basis to Keep It Fresh.

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  • SYSTEMATIC INVESTMENT PLAN(SIP)

    SYSTEMATIC INVESTMENT PLAN(SIP)

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    A Systematic Investment Plan or SIP is a smart and hassle free mode for investing money in mutual funds. SIP allows you to invest a certain pre-determined amount at a regular interval (weekly, monthly, quarterly, etc.). A SIP is a planned approach towards investments and helps you inculcate the habit of saving and building wealth for the future. SIP is not a financial instrument, but a way of investing in mutual funds, some people confuse SIP with PPF,NSC, and mutual funds. They think they can invest in SIP. SIP is not an investment its just a mode of investment How to Start SYSTEMATIC INVESTMENT PLAN (SIP) a>Pick any date of a month, then fill out an SIP form and an application form. b>Draw post-dated monthly quarterly cheques , adding up to at least minimum investment of scheme. c>Monthly - Start on any date of any month, and stick to the same date of every month. d>Quarterly - Start on any date of any month, and stick to the same date of every third month. e>If in any month the chosen date is not a Working Day, the transaction will be completed on the next Working Day.

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  • money investment services

    money investment services

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    24%-36% per annum profit shared to you (OR) 2-3% MONTHLY INCOME basis (OR) CASH ON YOUR INVESTMENT minimum we receive Rs.25lakhs to max Rs.2crores INVESTMENT & MONTHLY INCOME OPPORTUNITY (24% - 36% per annum) INDIA.  "AGRO EXPORT IS AN EVERGREEN BUSINESS FOREVER" www.dsroverseas.com GOOD DAY!!!!!!!!!!!! GREETINGS!!!!!!!!!!! Seeking for INVESTMENT / INVESTORS for long term profit basis  Minimum 1year - Maximum 2-3years (Currency INR – INDIAN RUPEES) TERMS :  Here NO PARTNERSHIP & NO WORK PARTICIPATION not allowed. My company bank account cheque will be issued for all payments & principle / investment on the date of agreement & investment date to Investor. So, you can deposit cheque for every routine payment by yearly /quarterly. If monthly payment needed payment will be done by NEFT / RTGS or any mode.  I can provide 2-3%every month up to 1year or maximum 3years & also can continue agreement on good and strong.relationship Right now we receive investment minimum Rs.25lakhs to Rs.1crore & I can share payment / profit up 2-3% guaranteed per month up to 1year - maximum 3years only. We cannot provide more than 36% due to market condition in future depends on hike in investment. I can provide you Post Dated Cheque (PDC) for  every quarter / Half –year or 1year basis through bank cheque. Monthly payment can be transfer by NEFT / RTGS.    For example :   Payment method for INR Rs.1crore investment For monthly          :  Rs. 2,00,000- Rs.300,000   (Two Lakhs - Three Lakhs) per month basis by RTGS /  NEFT . (OR) For quarterly         :  Rs. 6,00,000-Rs.9,00,000 (Six Lakhs-Nine Lakhs) per 3months basis by CHEQUE / RTGS as per Investor Convenient. (OR) For  Half-yearly     :  Rs.12,00,000-Rs.18,00,000(Twelve Lakhs-Eighteen Lakhs) per 6months basis by CHEQUE / RTGS as per investor convenient (OR) For Annually  basis Rs.24,00,000(Twenty Four lakhs – Rs.36,00,000(Thirty Six lakhs) can be shared ( i.e;24%-36%) per 12months against investment on CHEQUE / RTGS / DD as per Investor convenient. GUARANTEE : Post date cheques for above basis months issued in same day of agreement made & investment done by your side. Past bank cheque payments to clients & agreement copy shown to you with proofs with bank transactions as per request in meetingNOTE : ITS ALREADY EXISTING BUSINESS WITH PAST BANK TRANSACTIONS FOR PAYMENTS TO OUR INVESTORS SHOWN BASED ON YOUR CONFIRMATION  ***AGREEMENT via COURIER for NRI / other CITIZENS : Agreement can also signed & exchange cheques by couriers for NRI / INVESTORS other than INDIA.  THANKS IN ADVANCE... "Positive thinks receives positive life from UNIVERSE" thanks& regards Rajesh Sathya Narayanan DSR OVERSEAS  Only serious investors interested for immediate start can contact asap Mobile : +91-9840761697 / + 91-9840143797 Email : nithyanidhi1983@gmail.com

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  • investment planning services

    investment planning services

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    Money is a very interesting commodity. All you need to know is how to use it for your benefit. Investments can be of various kinds, and it is hard to decide which way to go. A bit of expert advice will help you to understand where your money fits better and the return on investment that you can expect. At Abhimanyu Singhal & Co. you can certainly take assistance from our investment experts as they have designed tailored Investment Planning Services to fit your needs. With so many options out in the market to invest your money, you need to understand before deciding as it is all about your hard-earned money. Calculating the risks and benefits of the investment is the smart way to make your money work for you while you keep your focus on other important things.

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  • Short Term Investment Services

    Short Term Investment Services

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    Ours is an acknowledged organization engaged in offering reliable short term investment services to the clients across Faridabad (Haryana, India). We have a team of proficient professionals who ensure that you plan your short-term investment plans for the company appropriately. Owing to our rich experience in this field, we help the companies in making the correct investment decisions that are beneficial for the growth of your company and risk-free.

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  • Inbound & Outbound Investment & FEMA Advisory Services

    Inbound & Outbound Investment & FEMA Advisory Services

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    With the experience of more than 36 years, S K Surana & Co. LLP has become a prominent name in the service sector of New Delhi (India). Working for us is a skilled team of experienced professionals, who have in-depth knowledge of various inbound & outbound investment and FEMA advisory. These professionals are also experts in consulting services and compounding services as well. Many organizations in New Delhi also taken advantage of our services.

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  • Investment Counseling Services

    Investment Counseling Services

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    By investment counseling we are committed to help you in simplifying your life So that you can focus on what matters most to you. We offer you a personalized approach that frees you from the daily details of managing your wealth. We take time to get to know you- Your hopes, priorities and plans for your family and future. Our experience means we understand that your plans may involve your entire family, your business and working with your other professional advisors.    By taking all of these factors into consideration, we can design integrated wealth management strategies tailored to meet your unique needs today and as they evolve. With our  Wealth Management team , we're able to draw on the advice of estate and trust, private banking and tax professionals and have access to a network of local and global specialists to deliver a truly comprehensive wealth management experience.   Achieve your life's goals with our tailored wealth solutions and dedicated service. Our services includes: Collaborating with your other accounting, estate or legal professionals. Multi-generational family governance advice. Philanthropic strategies. Risk management. Life cycle planning. Financial and estate consultation. Business owner Planning. Financial Literacy. Retirement Income planning. Estate Planning. Group Pensions and Retirement savings plans. Legacy Planning. Funding education. Business succession planning. Charitable objects. Comprehensive reporting including transaction history, portfolio valuation, performance, and asset mix reports.   Meet Our Investment Advisors  Don’t wait, just ask. We are just a click away to discuss your business and find out how best we can serve you.   Lets Connect   Our Offices Rajkot | Vadodara | Mumbai |

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